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Portfolio (Quarterly) Guide ↗

SHP Wealth Management

· CIK 0001807060
13F Portfolio $1.5B AUM 1,981 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1981 New
Page 14 of 100  ·  1,981 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 XLV SELECT SECTOR SPDR TR 1,560.0 $248K 0.02% NEW $158.66 +7.0%
262 VXUS VANGUARD STAR FDS 2,890.0 $247K 0.02% NEW $85.49 +1.1%
263 SDY SPDR SERIES TRUST 1,610.0 $245K 0.02% NEW $152.23 +3.6%
264 UNP UNION PAC CORP Industrials 896.0 $244K 0.02% NEW $272.10 +9.8%
265 ABT ABBOTT LABORATORIES Healthcare 2,679.0 $243K 0.02% NEW $90.73 +24.2%
266 AIQ GLOBAL X FDS 3,704.0 $243K 0.02% NEW $65.61 -4.7%
267 ARTY ISHARES TR 3,186.0 $243K 0.02% NEW $76.17 -3.4%
268 SHW SHERWIN WILLIAMS CO Basic Materials 702.0 $242K 0.02% NEW $344.38 +0.3%
269 DIA STATE STR SPDR DOW JONES IND Financial Services 459.0 $240K 0.02% NEW $522.82 +1.9%
270 MTB M & T BK CORP Financial Services 1,007.0 $240K 0.02% NEW $238.10 +5.6%
271 LMT LOCKHEED MARTIN CORP Industrials 470.0 $240K 0.02% NEW $509.95 +19.1%
272 GSLC GOLDMAN SACHS ETF TR 1,669.0 $237K 0.02% NEW $141.89 +3.5%
273 MET METLIFE INC Financial Services 2,782.0 $235K 0.02% NEW $84.61 +14.3%
274 PFE PFIZER INC Healthcare 9,754.0 $235K 0.02% NEW $24.08 +13.2%
275 GILD GILEAD SCIENCES INC Healthcare 1,856.0 $234K 0.02% NEW $126.32 +13.6%
276 UBER UBER TECHNOLOGIES INC Technology 3,248.0 $234K 0.02% NEW $72.15 +3.5%
277 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 875.0 $230K 0.02% NEW $263.26 +39.2%
278 SPACE EXPLORATION TECHN CORP 1,345.0 $230K 0.02% NEW $170.86
279 NLR VANECK ETF TRUST 1,965.0 $228K 0.02% NEW $115.95 -1.3%
280 LOW LOWES COS INC Consumer Cyclical 1,032.0 $228K 0.02% NEW $220.58 -2.2%
Page 14 of 100  ·  1,981 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 26.5%
Consumer Cyclical 8.4%
Communication Services 8.3%
Industrials 6.8%
Healthcare 5.8%
Consumer Defensive 4.3%
Energy 3.1%
Utilities 2.4%
Basic Materials 1.2%